Investment adviser · CRD 149898

LOVETT ADVISORS

Investment adviser filing (IA)

LOVETT FINANCIAL ADVISORS LLC

WILMINGTON, DE, United States · Form ADV filed Feb 26, 2014

Regulatory AUM
$100M
Form ADV · Item 5.F
Client accounts
335
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 26, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

62 ROCKFORD ROAD, SUITE 200
WILMINGTON, DE, 19806, United States

CRD 149898

Filing source

Form ADV 791738 · Feb 26, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.